Institutional Ownership Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS). We have compiled data on the 3,519 institutions that hold shares in the stock, with a total of 1.28 Billion shares, which have been reported (via 13F filing form) to have a value of $155 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,930
shares
|
$232,777
0.02% of portfolio
|
Q2 2024
Added 39.45%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
1,927
shares
|
$232,415
0.11% of portfolio
|
Q2 2025
Reduced 14.73%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
1,921
shares
|
$231,691
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
1,919
shares
|
$231,450
0.1% of portfolio
|
Q1 2025
Reduced 76.45%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,913
shares
|
$230,726
0.04% of portfolio
|
Q2 2025
Reduced 18.84%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
1,900
shares
|
$229,159
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
1,887
shares
|
$227,591
0.03% of portfolio
|
Q2 2025
Reduced 23.76%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
1,887
shares
|
$227,591
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
1,885
shares
|
$227,349
0.01% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
1,880
shares
|
$226,746
0.1% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,858
shares
|
$224,093
0.11% of portfolio
|
Q1 2025
Added 22.4%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
1,850
shares
|
$223,128
0.02% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Jun 23, 2025 Q1 2025 |
1,849
shares
|
$223,007
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
1,844
shares
|
$222,404
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
1,834
shares
|
$221,198
0.11% of portfolio
|
Q2 2024
Reduced 6.29%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,825
shares
|
$220,113
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,811
shares
|
$218,424
0.13% of portfolio
|
Q2 2022
Reduced 26.74%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,798
shares
|
$216,856
0.11% of portfolio
|
Q1 2024
Reduced 2.65%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,795
shares
|
$216,494
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,791
shares
|
$216,012
0.03% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,778
shares
|
$214,444
0.07% of portfolio
|
Q4 2024
Added 9.15%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
1,777
shares
|
$214,323
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
1,770
shares
|
$213,479
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
1,765
shares
|
$212,876
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
1,751
shares
|
$211,188
0.12% of portfolio
|
Q4 2024
Reduced 37.04%
|